Integrated Wealth Concepts’s Exact Sciences EXAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Sell |
7,705
-6,258
| -45% | -$333K | ﹤0.01% | 1382 |
|
|
2025
Q1 | $604K | Buy |
+13,963
| New | +$604K | 0.01% | 1061 |
|
|
2024
Q2 | – | Sell |
-2,912
| Closed | -$201K | – | 1668 |
|
|
2024
Q1 | $201K | Buy |
2,912
+171
| +6% | +$11.8K | ﹤0.01% | 1521 |
|
|
2023
Q4 | $203K | Buy |
+2,741
| New | +$203K | ﹤0.01% | 1455 |
|
|
2023
Q3 | – | Sell |
-3,160
| Closed | -$297K | – | 1573 |
|
|
2023
Q2 | $297K | Buy |
+3,160
| New | +$297K | 0.01% | 1225 |
|